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The Future of Private Equity for the RIA Profession
Gaining Perspective
English - August 17, 2023 10:00 - 31 minutes - 58.5 MB - ★★★★ - 18 ratingsInvesting Business News Business News bonds financialadvisor investing practicemanagement retirement stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Private equity has backed many of the recent acquisitions in the RIA profession. Indeed, approximately 77% of transactions in the first quarter of this year involved private-equity funding. Many of the largest acquirers are backed by PE firms, including Mariner, Carson, Mercer, Focus, Savant, Pathstone and the Wealth Exchange Group. When evaluating a PE-backed acquirer, there are a few things to consider, including possible drawbacks and how it will impact the future of your firm.
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Here is a link for more information about Advisor Growth Strategies:
Advisor Growth Strategies website - https://www.advisorgrowthllc.com/
John Furey bio - https://www.advisorgrowthllc.com/team/john-furey
John Furey’s Advisor Perspectives article, The Permanent Role of Private Equity in the RIA Profession - https://www.advisorperspectives.com/articles/2023/04/14/the-permanent-role-of-private-equity-in-the-ria-profession
AGS’ annual report, the RIA Deal Room, which shares real-time, data-driven M&A industry trends looking at the mechanics underlying transactions - https://www.advisorgrowthllc.com/ria-deal-room
A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.